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Does a Slack Integration stay active when saving the original SmartSheet as a New SmartSheet
I have a Slack notification being sent for a specific row in my SmartSheet. It's a Template SmartSheet, so it gets "Saved as New" every time a new project is started. I'm noticing that the Slack notification seems to get de-activated on the new (project specific) SmartSheet I just saved/created off of the template…
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Is it possible to have users use a form to search for a line item and auto send an update request?
I have a SmartSheet that lists contracts with fields that include contract end date, purpose of contract, vendor contacts, etc. This information needs to be updated by the manager who is responsible for the contract, but I don't know which of our managers are responsible for which contracts to update. Is there any way to…
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Filter on card view when using forms
I'm setting up a form for people to submit requests to my team - it's a large form with a lot of logic input into it and there are 20 different categories that people can choose from when submitting a request. I want my team to be able to easily see the jobs that come through as in grid view it shows all columns (even…
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Form Automation
Hi, My vision is, that when a form is submitted, it is placed into the appropriate bucket based on the person assigned. For example, a new task is submitted for Austin via a form, when submitted, it is placed in row 1. I would like it to move into Austin's task area automatically. Is this possible?
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Formula to calculate day from a series of dates and times
Hi All, This might be a long shot but is there a formula to search and find a multiple entries of a job number then look for the date column and calculate the series of dates for start and finish time and also include the in and out times to create a Gantt chart? This is all data that will be entered into a separate…
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Task Manager Master Sheet
Hello - I have various Microsoft Forms creating new rows with requests to different Smartsheets using Power Automate. I'd like to create a "Master Task Sheet" that creates a row with a request ID, Smartsheet name & link, employee name, requested date and "done" checkbox. Could something like that be automated? Or should I…
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Auto Number Column is Being Copied Over From New Rows
I have a row ID setup with auto numbering on a totals sheets that contains all the copied rows from multiple projects. When the copied rows are inputted into the total sheets (using automation) the row ID is then updated with the row ID from the other sheets. I use this auto number field to identify duplicate rows (and in…
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Automate Copy of One Cell Only - not the row
Hi all, I'm trying to automate an element of work that I currently do manually. I have two sheets, Project Intake and Pipeline. When a new entry is added to the Project Intake sheet I want it to automatically copy the Project ID cell only to the Pipeline sheet. I then have a datamesh set up to run and copy over only the…
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Automation - Copy row to current sheet
I have a user-oriented form associated with a sheet. The sheet works as it should, but we have a specific workflow in our business where a user may need to immediately enter a nearly-identical form immediately after submitting the first form. The form has dozens of fields and the second submission is identical in all but…
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Check a box when a match for a value is found on another sheet
Hi everyone, I have a sheet called Parts Database used to track parts as they go through a production process. Screenshot below. Currently, workers check off the status of each part as they go, which is not practical with the quantity of parts. Ideally, I want them to be able to fill in a response form at the end of the…
